+3.8%
HSY vs HAS
+181.4%
-177.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | +7.5% | -0.2% | +7.7% | +7.5% |
| 30D | +11.1% | +31.0% | -20.0% | +7.7% |
| 3M | -1.9% | +30.7% | -32.6% | -4.9% |
| 6M | -3.0% | +23.9% | -26.9% | -5.5% |
| YTD | 0.0% | +48.3% | -48.3% | -4.7% |
| 1Y | +9.4% | +60.2% | -50.8% | +3.3% |
| 3Y | +3.8% | +189.2% | -185.5% | -9.5% |
| All | +3.8% | +181.4% | -177.7% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling